{"id":127046,"date":"2022-02-04T09:16:09","date_gmt":"2022-02-04T14:16:09","guid":{"rendered":"https:\/\/44.250.171.167\/?p=127046"},"modified":"2022-10-05T06:13:33","modified_gmt":"2022-10-05T10:13:33","slug":"balaji-amines-limited-q3-fy22-earnings-conference-call-insights","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/balaji-amines-limited-q3-fy22-earnings-conference-call-insights\/","title":{"rendered":"Balaji Amines Limited Q3 FY22 Earnings Conference Call Insights"},"content":{"rendered":"<p><iframe loading=\"lazy\" title=\"Balaji Amines Limited Q3 FY22 Earnings Concall\" width=\"500\" height=\"375\" src=\"https:\/\/www.youtube.com\/embed\/4_xwTqXvZTU?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><strong>Key highlights from Balaji Amines Limited (<a href=\"https:\/\/44.250.171.167\/symbol\/BALAMINES\/\">BALAMINES<\/a>) Q3 FY22 Earnings Concall<\/strong><\/p>\n<p><strong>Management Update:<\/strong><\/p>\n<ul>\n<li>The company expects operating margins to inch upwards in coming quarters on back of moderation in prices of key raw materials, favorable product pricing and better product mix going ahead.<\/li>\n<\/ul>\n<p><strong>Q&amp;A Highlights:<\/strong><\/p>\n<ul>\n<li>Prateek Chaudhary from Saamarthya Capital asked about the comment on doing INR2000-2300 crore turnover for the year and what\u2019s driving the scale up. Ram Reddy MD answered that it\u2019s due to the capacity utilization. There is also prices that have been increased unlike previous years that\u2019s adding to the value growth.<\/li>\n<\/ul>\n<ul>\n<li>Sachin Kasera from Svan Investments \u00a0asked about the production reached for the quarter and nine months for Acetonitrile. Ram Reddy MD answered that it\u2019s just 6 months operated, about 170-180 days at the rate of nine-tenths of production. Now it has started properly and in 4Q, it will be more than 10-11 tonnes per day.<\/li>\n<\/ul>\n<ul>\n<li>Sachin Kasera from Svan Investments \u00a0asked about the utilization for DMF in next year. Ram Reddy MD replied that in 4Q the company expects to operate in a minimum 70% capacity and in the next year, the company expects to be in a position to operate 70-80% if things are as is.<\/li>\n<\/ul>\n<ul>\n<li>Sachin Kasera from Svan Investments enquired about the capex for FY22 and plans for FY23. Ram Reddy MD said, INR236 crore is already done and about INR15-20 cores will be done in 4Q. And in FY23, there are lot of factors to consider to calculate the capex.<\/li>\n<\/ul>\n<ul>\n<li>Jaiveer Shekhawat from Ambit Capital asked about the ammonia price increase and what\u2019s propelling that. Ram Reddy MD replied that it\u2019s because of the gas shortage. The company expects that after March, it should softening and the relief given in the budget for methanol and acetic acid should compensate to soften the ammonia price increase.<\/li>\n<\/ul>\n<ul>\n<li>Reena Shah from Elara Capital asked about DMC what\u2019s the potential market size the company is looking in India or globally. Ram Reddy MD said that as of today 8,000-9,000 tonnes is already there in the country and globally also it\u2019s 8,000-10,000 tonnes. The company expects it to go to 10,000 to 12,000 tonnes, which could go up to 15,000 tonnes also after some debottlenecking.<\/li>\n<\/ul>\n<ul>\n<li>Shanti Patel from Shanti Patel Investment Advisors asked that if everything goes in company\u2019s favor, and there is good demand for the product, what will be incremental revenue and profit for next year. Ram Reddy MD answered that next year, with the addition of DMC and existing plants, the company expects minimum INR2500 crore revenue and 25-26% EBITDA margins on a consolidated basis.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from Balaji Amines Limited (BALAMINES) Q3 FY22 Earnings Concall Management Update: The company expects operating margins to inch upwards in coming quarters on back of moderation in prices of key raw materials, favorable product pricing and better product mix going ahead. Q&amp;A Highlights: Prateek Chaudhary from Saamarthya Capital asked about the comment on [&hellip;]<\/p>\n","protected":false},"author":1767,"featured_media":125416,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9825,392,5753],"tags":[8519,9478],"class_list":["post-127046","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-earnings","category-industrials","tag-chemicals","tag-industirals"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":128155,"url":"https:\/\/alphastreet.com\/india\/india-glycols-ltd-q3-fy22-earnings-conference-call-insights\/","url_meta":{"origin":127046,"position":0},"title":"India Glycols Ltd Q3 FY22 Earnings Conference Call Insights","author":"Praveen","date":"March 8, 2022","format":false,"excerpt":"https:\/\/youtu.be\/31a-5ivoZSk Key highlights from India Glycols Ltd (INDIAGLYCO) Q3 FY22 Earnings Concall Q&A Highlights: On a question asked about lower margin by Saket Kapoor and how much the company has spent on the grain based distilleries as of now and what capex is due, Rupark Sarswat CEO answered that regarding\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":129939,"url":"https:\/\/alphastreet.com\/india\/alkyl-amines-chemicals-ltd-q4-fy22-earnings-conference-call-insights\/","url_meta":{"origin":127046,"position":1},"title":"Alkyl Amines Chemicals Ltd Q4 FY22 Earnings Conference Call Insights","author":"Praveen","date":"May 23, 2022","format":false,"excerpt":"https:\/\/youtu.be\/D1c__TCg5eg Key highlights from Alkyl Amines Chemicals Ltd (ALKYLAMINE) Q4 FY22 Earnings Concall Q&A Highlights: Karan Khanna of Ambit Capital asked if gross margins will be closer to the range seen in \u201911-\u201914 or if margins should revert closer to 50% odd seen earlier. 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